FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,752,000 | -6.3% | 67,230 | -8.8% | 0.06% | -14.5% |
| Q2 2020 | $1,869,000 | +8.7% | 73,687 | -4.3% | 0.07% | -6.8% |
| Q1 2020 | $1,720,000 | -29.6% | 77,011 | +2.7% | 0.07% | -10.8% |
| Q4 2019 | $2,443,000 | +12.0% | 74,963 | +6.7% | 0.08% | +6.4% |
| Q3 2019 | $2,181,000 | -8.2% | 70,223 | -9.4% | 0.08% | -4.9% |
| Q2 2019 | $2,375,000 | -0.2% | 77,520 | -1.7% | 0.08% | 0.0% |
| Q1 2019 | $2,380,000 | +22.1% | 78,824 | +9.7% | 0.08% | +6.5% |
| Q4 2018 | $1,950,000 | +5.1% | 71,832 | +15.2% | 0.08% | +20.3% |
| Q3 2018 | $1,856,000 | -58.2% | 62,357 | -59.8% | 0.06% | -61.7% |
| Q2 2018 | $4,440,000 | +2.1% | 155,185 | +0.9% | 0.17% | -0.6% |
| Q1 2018 | $4,349,000 | -2.2% | 153,869 | +4.3% | 0.17% | -5.1% |
| Q4 2017 | $4,447,000 | +2.5% | 147,591 | -0.9% | 0.18% | -5.3% |
| Q3 2017 | $4,339,000 | +2.3% | 148,886 | -1.1% | 0.19% | -1.1% |
| Q2 2017 | $4,240,000 | +68.7% | 150,532 | +72.5% | 0.19% | +45.4% |
| Q1 2017 | $2,514,000 | -29.9% | 87,263 | -32.4% | 0.13% | -28.2% |
| Q4 2016 | $3,584,000 | +5.8% | 129,119 | +4.0% | 0.18% | +0.6% |
| Q3 2016 | $3,387,000 | +11.9% | 124,186 | +9.8% | 0.18% | +7.1% |
| Q2 2016 | $3,028,000 | +88.2% | 113,079 | +80.5% | 0.17% | +88.8% |
| Q1 2016 | $1,609,000 | -20.9% | 62,650 | -27.1% | 0.09% | -15.2% |
| Q4 2015 | $2,034,000 | -2.0% | 85,909 | -8.2% | 0.10% | -7.9% |
| Q3 2015 | $2,076,000 | -16.2% | 93,537 | -14.1% | 0.11% | +2.7% |
| Q2 2015 | $2,478,000 | -8.5% | 108,900 | -6.5% | 0.11% | -38.0% |
| Q1 2015 | $2,707,000 | +4.8% | 116,486 | +7.7% | 0.18% | -4.8% |
| Q4 2014 | $2,584,000 | +7.4% | 108,174 | +5.7% | 0.19% | -1.6% |
| Q3 2014 | $2,407,000 | +43.0% | 102,309 | +44.2% | 0.19% | +55.3% |
| Q2 2014 | $1,683,000 | +27.0% | 70,934 | +20.5% | 0.12% | +24.2% |
| Q1 2014 | $1,325,000 | +9.8% | 58,876 | +7.2% | 0.10% | +2.1% |
| Q4 2013 | $1,207,000 | +12.1% | 54,903 | +6.3% | 0.10% | +54.0% |
| Q3 2013 | $1,077,000 | +12.5% | 51,627 | +11.2% | 0.06% | -17.1% |
| Q2 2013 | $957,000 | – | 46,407 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |